Finance Score: 2

Governance Score: 9

Support Score: 10

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 21

THE CHAMBERLAIN HIGHBURY TRUST

To create a legacy in which Highbury provides a centre of learning for a diversity of people from local, regional, national and international origins to come to appreciate the beauty of the restored house, its grounds and park, and where young people in particular can find out about the Chamberlain family in its historic context .

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£254	£248	£6	n/a	n/a	n/a	n/a	n/a	50
31/03/22	£186	£258	£-72	n/a	n/a	n/a	n/a	n/a	50
31/03/21	£209	£114	£95	n/a	n/a	n/a	n/a	n/a	50
31/03/20	£78	£61	£17	n/a	n/a	n/a	n/a	n/a	30
31/03/19	£42	£33	£9	n/a	n/a	n/a	n/a	n/a	20
31/03/18	£101	£68	£33	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

https://chamberlainhighburytrust.co.uk/

chamberlainhighburytrust@outlook.com

01213032050

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Birmingham City,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£116,500
National Lottery Heritage Fund	£99,900
The Pilgrim Trust	£24,000
Architectural Heritage Fund	£11,000

Specific Donations

Amount	When Months	To be used for
The Pilgrim Trust - Grant to Chamberlain Highbury Trust
£24,000	27/09/2021 18	The Place That Made the Weather: Joseph Chamberlain's Highbury
Architectural Heritage Fund - Grant to Chamberlain Highbury Trust
£6,000	04/05/2021	Highbury
DCMS - Highbury Gardens
£41,500	01/04/2021	The grant is being used to carry out repairs and enhancement to the historic gardens at Highbury Gardens, Birmingham
Architectural Heritage Fund - Grant to Chamberlain Highbury Trust
£5,000	09/04/2020	Highbury
DCMS - ALB-HISTORIC ENGLAND - Highbury Gardens, Birmingham B13 8QG
£75,000	01/04/2020	Repairs to gardens. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk ....more Repairs to gardens. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk Register. The focus of grants is on those sites which are most in need of repair, and where, without our grant, a project would not be able to go ahead
National Lottery Heritage Fund - Grant to The Chamberlain Highbury Trust
£99,900	23/01/2020	Highbury's Gardens

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 33-78

CATHERINE LOUISE ORGAN Appointed: 2021, Occupation: Arts & Culture Consultant, Other trusteeship: JOHN FEENEY CHARITABLE TRUST,

DAVID NEIL KIDNEY Appointed: 2021, Occupation: Executive Chair

DEIDRE MATTISON Appointed: 2023, Occupation: Company Director, Other trusteeship: PRIORY SCHOOL EDGBASTON TRUSTEES LIMITED,

DR DERREN CRESSWELL Appointed: 2020, Occupation: Geologist

DR PHILLADA DAPHNE BALLARD BA PHD Appointed: 2016

INDI DEOL Appointed: 2023, Occupation: Director, Other trusteeship: THE BIRMINGHAM CIVIC SOCIETY,

KATHARINE PERRY Appointed: 2023, Occupation: Company Director

LOUISE HOTHI Appointed: 2022, Occupation: Environment & Town Planning Manager

MARTIN GLADSTONE STRAKER WELDS Appointed: 2022, Occupation: Councillor, Other trusteeship: EDGBASTON FOUNDATION,

SEBASTIAN LOUIS HARDING Appointed: 2023, Occupation: Designer

SHILPA AMIN Appointed: 2023, Occupation: Procurement Manager

Legal constitution

Charitable company registered in England & Wales on 21/10/2016, number: 1169845
Registered at Companies House on 30/04/2016, number: 10157307

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; all on time

Main office

HIGHBURY
4 Yew Tree Road
Moseley
BIRMINGHAM
B13 8QG

Objectives

THE OBJECTS OF THE CHARITY (ÆOBJECTSÆ) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:5.1 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF THE LAND AND BUILDINGS KNOWN AS THE HIGHBURY ESTATE ON THE BORDERS OF MOSELEY AND KINGS HEATH, BIRMINGHAM, WEST MIDLANDS, INCLUDING THE GRADE II* LISTED HOUSE AND THE GRADE II REGISTERED HISTORIC PARK FORMING PART OF THE HIGHBURY ESTATE;5.2 TO ADVANCE THE EDUCATION OF THE PUBLIC IN:5.2.1 THE HISTORY OF THE CHAMBERLAIN FAMILY AND IN PARTICULAR (BUT NOT LIMITED TO) THEIR LEGACY IN RELATION TO CIVIC LEADERSHIP;5.2.2 THE HISTORY AND HERITAGE OF THE HIGHBURY ESTATE; AND5.2.3 THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT;.5.3 TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY; 5.4 TO ADVANCE THE EDUCATION OF THE PUBLIC BY PROMOTING, FOSTERING AND ENCOURAGING THE KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF THE ARTS IN PARTICULAR (BUT NOT LIMITED TO) WITHIN AND AROUND BIRMINGHAM; AND 5.5 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

LOCAL

Data Sources